ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,469,000 | -8.6% | 110,882 | +0.1% | 0.37% | -2.1% |
| Q4 2021 | $9,270,000 | +24.5% | 110,788 | +10.0% | 0.38% | +11.8% |
| Q3 2021 | $7,445,000 | +0.7% | 100,722 | -0.9% | 0.34% | -2.6% |
| Q2 2021 | $7,390,000 | +11.1% | 101,597 | -0.6% | 0.35% | +5.5% |
| Q1 2021 | $6,654,000 | -1.8% | 102,202 | -3.7% | 0.33% | -12.0% |
| Q4 2020 | $6,776,000 | +10.4% | 106,178 | +299.8% | 0.38% | -3.1% |
| Q3 2020 | $6,137,000 | +11.6% | 26,561 | +0.2% | 0.39% | +2.7% |
| Q2 2020 | $5,498,000 | +65.7% | 26,497 | +31.8% | 0.38% | +36.6% |
| Q1 2020 | $3,319,000 | -38.2% | 20,109 | -27.4% | 0.28% | -20.0% |
| Q4 2019 | $5,367,000 | +47.1% | 27,717 | +34.6% | 0.34% | +35.3% |
| Q3 2019 | $3,649,000 | +2.5% | 20,594 | +3.6% | 0.26% | +3.7% |
| Q2 2019 | $3,561,000 | +3.2% | 19,871 | -0.7% | 0.25% | -0.8% |
| Q1 2019 | $3,450,000 | +14.3% | 20,014 | -0.1% | 0.25% | +2.9% |
| Q4 2018 | $3,018,000 | -17.3% | 20,034 | -2.7% | 0.24% | -3.2% |
| Q3 2018 | $3,649,000 | +9.0% | 20,594 | +0.0% | 0.25% | +2.5% |
| Q2 2018 | $3,347,000 | +2.9% | 20,584 | -1.9% | 0.24% | +0.8% |
| Q1 2018 | $3,254,000 | +0.9% | 20,984 | -0.5% | 0.24% | +3.4% |
| Q4 2017 | $3,224,000 | +5.9% | 21,099 | -0.5% | 0.23% | +0.4% |
| Q3 2017 | $3,043,000 | +3.3% | 21,214 | -1.4% | 0.23% | -0.4% |
| Q2 2017 | $2,945,000 | +3.5% | 21,519 | -0.6% | 0.23% | +1.7% |
| Q1 2017 | $2,846,000 | +4.2% | 21,639 | -3.5% | 0.23% | -0.4% |
| Q4 2016 | $2,731,000 | -0.5% | 22,424 | -0.6% | 0.23% | -4.2% |
| Q3 2016 | $2,745,000 | +3.7% | 22,564 | -0.6% | 0.24% | -0.4% |
| Q2 2016 | $2,647,000 | -2.0% | 22,704 | -2.6% | 0.24% | -2.8% |
| Q1 2016 | $2,700,000 | -4.4% | 23,304 | -4.4% | 0.25% | -5.3% |
| Q4 2015 | $2,824,000 | +5.1% | 24,384 | -2.2% | 0.26% | -1.1% |
| Q3 2015 | $2,687,000 | -8.2% | 24,924 | -3.0% | 0.26% | +1.5% |
| Q2 2015 | $2,927,000 | -1.6% | 25,704 | -1.6% | 0.26% | +2.4% |
| Q1 2015 | $2,976,000 | -3.3% | 26,114 | -5.3% | 0.26% | -4.5% |
| Q4 2014 | $3,078,000 | -1.8% | 27,579 | -6.0% | 0.27% | -5.0% |
| Q3 2014 | $3,134,000 | -2.4% | 29,339 | -3.9% | 0.28% | -1.7% |
| Q2 2014 | $3,212,000 | +3.4% | 30,530 | -1.8% | 0.29% | +0.7% |
| Q1 2014 | $3,105,000 | +1.4% | 31,100 | +0.3% | 0.28% | -2.1% |
| Q4 2013 | $3,061,000 | +10.3% | 31,000 | -0.1% | 0.29% | +3.2% |
| Q3 2013 | $2,774,000 | +0.9% | 31,040 | -5.2% | 0.28% | -3.1% |
| Q2 2013 | $2,750,000 | – | 32,740 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |